# PortfolioPerspective — Keep your portfolio balanced!

> Long-term investor tool for balancing stock and ETF portfolios. (iPhone/iPad app by Daniel Manteufel.)

- Source: https://appshunter.io/ios/app/portfolioperspective/id1447556803 (this page in markdown: same URL + `.md`)
- Developer: [Daniel Manteufel](https://appshunter.io/developer/792516599)
- Category: Finance
- Price: Free
- Rating: 2.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 14.3 · 1 MB
- Languages: English
- Released: 2019-01-10
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/portfolioperspective/id1447556803/reviews.md

## What is PortfolioPerspective?

This is an app for long term investors who want to keep one or more portfolios of stocks and ETFs in balance. 

ENTER YOUR POSITIONS
You enter your stocks and ETFs along with the number of shares. The app automatically looks up the price.

SET TARGETS
You set targets for what percentage of your portfolio each individual security should be. When you go out of tolerance, the app will let you know which ones are too high and which ones are too low.

EXAMINE YOUR BALANCE
See all the details of your amounts and targets in the Detail View. Get a quick look at which positions are closest to their buy and sell thresholds in the Bar View. Or see an overall picture of your balance in Pie View. 

GET NOTIFIED
You don't spend all day watching your stock prices change. The app updates your prices in the background and lets you know when you go out of tolerance.

## Key features

- Enter stock and ETF positions
- Set target portfolio percentages
- Automatic price lookup
- Notifications for out-of-tolerance positions
- Detail, Bar, and Pie portfolio views

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/portfolioperspective/id1447556803/reviews.md

### 2/5 — Great idea

*2020-10-05, version 2.1*

I liked this app and it’s concept. The problem I had was it wouldn’t load ticker symbols consistently. Sometimes they loaded and stayed other times the symbol wasn’t recognized. Sometimes when I closed the app and reopened it some stocks disappeared. If this app functioned properly, it would be a great tool for analyzing the balance of a portfolio.

**Developer response:** Sorry about that, I think iOS 14 might have broken some of my previous workflow. I'll try to get it updated when I get a chance.

## Frequently asked questions about PortfolioPerspective

### What is PortfolioPerspective?

PortfolioPerspective is a free finance app designed for long-term investors to help them keep their stock and ETF portfolios balanced. It allows users to enter their holdings, set target percentages for each security, and receive notifications when positions go out of tolerance.

### How does PortfolioPerspective help with portfolio balance?

PortfolioPerspective helps by allowing you to set target percentages for each stock or ETF in your portfolio. It then automatically tracks prices and notifies you when any position's percentage deviates from your set targets, indicating it's time to rebalance.

### What types of investments can I track in PortfolioPerspective?

You can track both stocks and ETFs within PortfolioPerspective. The app is designed for long-term investors managing diversified portfolios of these security types.

### Does PortfolioPerspective have ads?

No, PortfolioPerspective does not contain advertisements. The app is free to use and does not display any ads to its users.

### On which devices can I use PortfolioPerspective?

PortfolioPerspective is available on iPhone, iPad, and iPod devices. It is designed to be accessible on Apple's mobile operating system.

### How often is PortfolioPerspective updated?

The latest version of PortfolioPerspective is 2.2, last updated on April 2, 2021. While updates are not frequent, the app provides core functionality for portfolio balancing.

### What is the user rating for PortfolioPerspective?

PortfolioPerspective has a rating of 2.0 stars from 1 rating. This indicates a limited amount of user feedback available at this time.

### Is PortfolioPerspective suitable for beginners?

PortfolioPerspective is targeted at long-term investors who want to keep their portfolios balanced. While it offers clear views and notifications, users should have a basic understanding of stocks and ETFs to best utilize its features.

## Version history (last 5 releases)

### 2.2 — 2021-04-02

The UI is updated to be more iOS 14 friendly, fixing some bugs in the process.

### 2.1 — 2020-07-14

Simplified the document icon. Now it is clear which portfolio went out of balance during background updating.

### 2.0 — 2020-06-28

Rewritten under the hood using SwiftUI and Combine. The in-app subscription for adding more than 3 securities to a portfolio is removed.

### 1.6 — 2019-06-22

Updated for IEX platform changes to restore stock prices. Analysis screen temporarily removed.

### 1.5 — 2019-05-14

CASH bar added to the bar graph view.

## Apps similar to PortfolioPerspective

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Stock It - Stock Tracker](https://appshunter.io/ios/app/stock-it-stock-tracker/id1108685425) | 1.0 (2) | Free | Finance |
| [ETF Eye](https://appshunter.io/ios/app/etf-eye/id1500834730) | 1.0 (1) | Free | Finance |
| [T-Advisor3.0](https://appshunter.io/ios/app/t-advisor30/id1015303103) | — | Free | Finance |
| [ChebyshevTrendPro - FOREX ed.](https://appshunter.io/ios/app/chebyshevtrendpro-forex-ed/id542612322) | 5.0 (1) | Free | Finance |
| [Orbit - My Investment Manager](https://appshunter.io/ios/app/orbit-my-investment-manager/id1198971655) | 4.7 (3) | Free | Finance |
| [Trader Utils](https://appshunter.io/ios/app/trader-utils/id1585533511) | 5.0 (1) | Free | Finance |

## More apps by Daniel Manteufel

- [iDigiFrame](https://appshunter.io/ios/app/idigiframe/id792516596)
- [Agenda Timer](https://appshunter.io/ios/app/agenda-timer/id1437588478)

All apps by Daniel Manteufel: https://appshunter.io/developer/792516599

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*